HFA/CBS: Autonomous Learning Investment Strategies

Select the Use button to add a tag to the body of your email. You may also use tags in the subject of your email by copying and pasting them directly in.

{FIRST_NAME}	Adds the recipients First Name.	Use
{LAST_NAME}	Adds the recipients Last Name.	Use
{COMPANY_NAME}	Adds the Company Name.	Use
{PORTAL_NAME}	Adds the application portals name.	Use
{MEMBER_NAME}	Adds the Recipients Membership name.	Use
{SIGNATURE_OPT_IN}	Adds the Opt-in link.	Use
{SIGNATURE_OPT_OUT}	Add the opt-out link.	Use
%signature%	Adds your preferred signature block.	Use
{Event_Start_Date}	Adds the Event's Start Date.(Events Only)	Use
{Event_End_Date}	Adds the Event's End Date.(Events Only)	Use
{Event_Name}	Adds the Event's Name.(Events Only)	Use
{Event_Description}	Adds the Event's Description.(Events Only)	Use
{Online_Training_Description}	Adds the Online Training Description.(Online Training Only)	Use
{Event_Specific_Dates}	Adds the Event's specific dates.(Events Only)	Use
{member_number}	Adds the Membership Number.	Use
{MemberSince}	Adds the Member Since Date.	Use
{CONTACTEMAIL}	Adds the Contact's Email Address.	Use
{CERTIFICATE_NUMBER}	Adds the Contact's Certificate Number	Use
{EVENTLOCATION}	Adds the Event's Location.	Use
{TOTALEVENTCREDITS}	The total number of credits that the contact has earned through the event tickets and workshops.	Use
{ASAPPEARSONBADGE}	Display the text of as appears field in the event setup.	Use
{contact_organization}	Displays the organization name of the contact.	Use
{RENEWALDATE}	Adds the Member Renewal Date in (yyyy-mm-dd).	Use
{MEMBERSHIP_YEAR}	Adds the Member's Membership Year	Use
{RENEWALDATE_MM-DD-YYYY}	Adds the Member Renewal Date in (mm-dd-yyyy).	Use
{LMS_CREDIT}	The number of credits the LMS course is worth for Continuing Education	Use
{COLLECTION_PERIOD_END-DATE_YYYY_MM_DD}	The end date of the CE collection period end date	Use
{LMS_COURSE_COMPLETION_DATE}	The completion date of the LMS course	Use
{INCEPTION_DATE}	Adds the Member Inception Date in (yyyy-mm-dd).	Use
{EVENT_END-DATE_MONTH_YYYY}	Adds Event End Date in Full Month Name and Year Format.(Events Only)	Use
{EVENT_END-DATE_MONTH_YYYY_ADD3}	Adds Event End Date in Full Month Name and Year Format Plus 3 Years.(Events Only)	Use

Personal information:

Personal information is collected on this website only when you voluntarily submit it by, for example, registering for the website, or updating your user profile. When you register for an event with the HFA through this website, via HFA's main website, or via email, your name, firm and email address will be shared with the event sponsor/s. If you do not register for an event, any collected personal information will not be shared, sold, or disclosed to any person or party, and will only be used within to communicate our news, events, and other services with you.

Information collected from your computer or other electronic device:

We may also collect information about your online activities and your computer or other electronic device when you visit this website. This information may include your Internet Protocol (IP) address, domain name, browser type, date and time of your request and information provided by tracking technologies, such as cookies. This information does not identify any individual. We may also use tracking devices to identify websites that you visit before and after this website. This tracking helps us to understand our users better and to improve our website and the information it provides and to maintain and administer the website. This tracking does not involve the collection of personal information.

Access and choice:

Keeping your information accurate and up-to-date is important so we can provide you with helpful information and services. You may update, correct, or delete personal information by modifying your user profile. You can choose not to receive information about specific produts and services, or any other promotional materials, from us by direct mail and/or e-mail at any time by modifying your communication preferences also located in your user profile.

Links to other websites:

We may provide links to third-party websites. We are not responsible for and cannot control the privacy practices of those other sites. Those sites will have their own privacy policy which may be different from this privacy policy. Please check the privacy policy for each site you visit.

Changes to the privacy policy:

We reserve the right to revise this privacy policy at any time. You will be notified of any significant changes made herein.

Policy updated on May 29, 2018